CUSTOMER BALANCES

The "Customer Balances" report provides a comprehensive overview of the outstanding balances for each customer within a specified period. This report typically includes details such as the customer name, total outstanding amount, and any payment history. It serves as a valuable tool for businesses to assess the financial standing of individual customers, track payment trends, and manage their accounts receivable effectively. Accessing the "Customer Balances" report is crucial for maintaining financial transparency and making informed decisions related to credit management and customer relationships.

CUSTOMER BALANCES IN ACCOXI

The "Customer Balances" report provides a brief snapshot of the outstanding amounts owed by individual customers, aiding businesses in tracking and managing their receivables effectively. In Accoxi, the customer balance report offers a concise overview of the total due amount, paid amount, and the remaining balance owed by the customer. Accessible under the receivable section in the report module, this report provides clarity on the financial standing of each customer.

MENU AVAILABLE IN CUSTOMER BALANCES REPORT

Field	Description
Customize	The user has the flexibility to tailor the report data by clicking on this button. The report permits data filtration based on date, customer and outstanding only.
Export to Excel	By clicking this button, users can export the report to Excel.
Export to PDF	Clicking this button allows the user to export the report to PDF.
Print	This button enables users to print the report.
Email	To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email.
Pagination	The pagination control offers the capability to navigate from one page to another.
Exit	Clicking the 'Exit' button allows the user to exit from the report.

DATA AVAILABLE IN CUSTOMER BALANCES REPORT

Field	Description
#	The symbol '#' represents the number of lines in the given context.
Customer Name	In this column, the customer name is displayed.
Total Due	The total amount due from the customer is displayed here.
Unused Credits	If there are any unused credits, the corresponding amount will be shown here.
Paid Amount	The amount paid by the customer is displayed here.
Balance	The balance due from the customer is indicated here.

Frequently Asked Questions?

01How to take print out of Customer Balances report with complete customer list?

Click on the Reports module.
Select the Customer Balances from Receivables head.
At the right hand side of the report, there is a Print menu.
Click on the Print menu and it opens the print view form.
You can set the page range, page height, width and can enter the required number of copies here.
Click on the Print menu to get the printout of the report.

02Can I get my overdue amount from customer from Customer Balance report?

Click on the Reports module.
Select the Report Customer Balances from Receivables head.
Customer balances data shows the details of all the customers with Customer name, Total Due, available credits, paid amount and balance amount.

03What represent the Available credit column in Customer Balances report?

Available credit column indicates the available credit amount of the particular customer which can used to adjust not paid invoices of that customer

04How can I export the Customer Balances report in to Excel format?

Click on the Reports module.
Select the report Customer Balances from Receivables head.
At the right hand side of the report, there is a Print menu.
Click on the Print menu and it opens the print view form.
Click on the Export menu at the bottom right side of the page.
New tab will appear for save the file. You can select the location to save the file.
Click on save button to save the data in Excel format.